ROI Team
Tony Bolach
ROI+ Tax Team
Tax Consultant / LTC 908016-C | Enrolled Agent
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“Coffee and taxes go well together!”
Tax prep, planning, and advice, when you need it most.
Tony works with small businesses and high net-worth individuals on tax preparation, compliance and planning. Detail-oriented and always striving to be an expert in field of taxation, Tony augments deep experience with continued training and education. Tony’s work with small business owners, S-Corps, rental properties, and high net worth individuals, puts him in a great position to help ROI clients.
As a person who worked in the coffee industry upon relocating to Portland, he loves to tell people that this experience prepared him well for work in taxes.
Jan Keep
ROI+ Tax Team
Licensed Tax Consultant | Enrolled Agent
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Jaya Srikanthan
ROI+ Tax Team
Licensed Tax Consultant | Enrolled Agent
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Andrea Doles
ROI+ Tax Team
Licensed Tax Preparer
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“I’ve worn many hats—sailor, chef, student—and each one taught me the value of discipline, adaptability, and service. That’s the spirit I bring to tax preparation.”
From Navy discipline to tax precision.
Andrea believes that every client deserves clarity, no matter how complex their tax situation may be. Her path from Navy service to culinary school to earning both a double major in Accounting and Finance and a Master’s of Taxation reflects her commitment to learning and problem-solving. At ROI, Andrea is excited to bring that same curiosity and care to individuals, families, and small business owners—especially those with international needs, inspired by her love of travel and global connection.
Kathy Dunlap
ROI+ Tax Team
Bookkeeping Specialist
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“If you’re looking for a trusting relationship and a successful financial journey, ROI Tax is your answer to pursuing financial prosperity safely!”
Here to help you flourish and succeed.
Kathy loves working closely with people and supporting their business ventures. She takes her job responsibilities seriously as she understands how her bookkeeping skills can help people achieve their financial goals. Kathy strives to build long-lasting, trusting relationships with her clients. Kathy is always ready to offer help or advice, hoping to make a positive difference in her clients’ lives.
Lizzie Duong
ROI+ Tax Team
Bookkeeper | Payroll Assistant
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“Success isn’t a matter of luck or chance—it’s the result of perseverance, persistence, and balance.”
Providing clients with peace of mind.
As a dedicated bookkeeper at ROI Tax, Lisbeth takes great pride in giving clients peace of mind, knowing their finances are in capable hands and set up for long-term success. Lisbeth thrives on solving complex challenges and views each task as a “bookkeeping puzzle” waiting to be completed. Outside the office, Lisbeth is a proud and active parent, never missing a deadline for her clients and never missing a moment that matters with her family.
Diane Gotchall
ROI+ Tax Team
Bookkeeper | Payroll Specialist
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“You planted the vision, now the people beside you can help make it grow.”
Business owners often start out with passion but quickly face overwhelming responsibilities. Diane helps business owners tackle these challenges by managing tasks like payroll, allowing them to focus on growth. Whether you’re new or experienced, she’s ready to support you. ROI’s team can solve many business issues, turning dreams into reality with collective effort.